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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
2926
Transatlantique Private Wealth
New York
$353K +$128K +334 +57%
KWA
2927
KCS Wealth Advisory
California
$352K -$28.1K -73 -7%
LAM
2928
Lakewood Asset Management
Illinois
$351K +$353K +919 New
VW
2929
Vance Wealth
California
$347K +$349K +908 New
SCM
2930
Stonehearth Capital Management
Massachusetts
$346K – – –
AG
2931
Advocate Group
Minnesota
$345K – – –
AR
2932
Apeiron RIA
Texas
$345K +$128K +334 +59%
MC
2933
Martin & Co
Tennessee
$344K – – –
PMG
2934
Private Management Group
California
$344K – – –
MMM
2935
Mendel Money Management
Illinois
$344K +$1.92K +5 +0.6%
AL
2936
ADE LLC
Maryland
$343K – – –
EWMCB
2937
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$343K -$31.1K -81 -8%
LSA
2938
Lion Street Advisors
Texas
$342K -$430K -1,120 -60%
AHC
2939
Adell Harriman & Carpenter
Texas
$342K -$76.1K -198 -18%
WMWM
2940
Whitaker-Myers Wealth Managers
Ohio
$341K +$342K +891 New
DAC
2941
Dividend Assets Capital
South Carolina
$340K +$231K +600 +208%
DL
2942
DOHJ LLC
Washington
$340K +$18.8K +49 +6%
BZWA
2943
Blue Zone Wealth Advisors
California
$336K +$384 +1 +0.1%
SSW
2944
Smith Shellnut Wilson
Mississippi
$335K – – –
DC
2945
DeDora Capital
California
$335K – – –
EPWM
2946
Essex Private Wealth Management
Massachusetts
$335K -$96.1K -250 -22%
RP
2947
Rowlandmiller & Partners
Georgia
$334K +$9.99K +26 +3%
LL
2948
LPWM LLC
Minnesota
$333K +$7.69K +20 +2%
SSW
2949
Stone Summit Wealth
Florida
$333K +$48K +125 +17%
CCM
2950
Crew Capital Management
Ohio
$332K -$145K -378 -30%
116 117
118
119 120